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LSVAX vs NAESX
LSVAX vs NAESX Comparison
Open Charts LSVAX vs NAESX
Loomis Sayles Small Cap Value Admin
Price$18.36
Change+$0.23 (+1.27%)
VolumeN/A
Net Assets321.82M
Vanguard Small Cap Index I
Price$111.61
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
LSVAX vs NAESX Comparison Chart
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LSVAX vs. NAESX commentary
Jun 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LSVAX is a StrongBuy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. LSVAX (322M). NAESX pays higher dividends than LSVAX: NAESX (1.35) vs LSVAX (0.00). LSVAX was incepted earlier than NAESX: LSVAX (27 years) vs NAESX (65 years). LSVAX (1.47) is less costly to investors than NAESX (0.17). LSVAX has a lower initial minimum investment than NAESX: LSVAX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 5.13 vs. LSVAX (-10.87). NAESX return over 5 years is better than : 52.20 vs. LSVAX (-17.85).
| LSVAX | NAESX | LSVAX / NAESX | |
| Total Expense Ratio | 1.40 | 0.17 | 824% |
| Annual Report Gross Expense Ratio | 1.47 | 0.17 | 865% |
| Fund Existence | 27 years | 65 years | - |
| Gain YTD | -4.529 | -4.086 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 322M | 148B | 0% |
| Annual Yield % from dividends | 0.00 | 1.35 | - |
| Returns for 1 year | -10.87 | 5.13 | -212% |
| Returns for 3 years | -23.66 | 16.63 | -142% |
| Returns for 5 years | -17.85 | 52.20 | -34% |
| Returns for 10 years | -47.43 | 96.08 | -49% |
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